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NVIDIA's Dark Drones

NVIDIA's Dark Drones

An in-depth look at the killing machines that are an overlooked AI-driver for the chip giant.

NVDA

Anthropic's Accounting Boost?

Anthropic's Accounting Boost?

Anthropic just passed OpenAI in revenue. Or did it?

Anthropic

+1

Co-Packaged Optics, Finally

Co-Packaged Optics, Finally

Coherent & Lumentum announced the dawn of a new photonics era: Fabrinet could echo the call next week.

LITE

+3

Choking The Optical Chokepoint

Choking The Optical Chokepoint

A foolish Trump Administration transceiver ban would strangle the AI buildout it aims to protect.

LITE

+3

Tempus In A Teapot

Tempus In A Teapot

An “AI” Company “Grows” Through Insider, Circular Deals

AMD

+2

AI: Sold Out, Not Slowing Down

AI: Sold Out, Not Slowing Down

Markets Fears Of An AI Spending Slowdown Will Be Proven Wrong This Week... Again.

FIX

+5

TSMC’s Great Conviction Eviction

TSMC’s Great Conviction Eviction

In concentrating its AI bets, the world's biggest foundry is booting customers who can't pay the AI freight.

TSM

+3

The Weight

The Weight

An examination of how AI Labs Are Picking Sides: Open Weight vs. Closed

Anthropic

+1

Of Bygones, Bubbles And Broadband Bandits

Of Bygones, Bubbles And Broadband Bandits

What Om Malik taught us about spotting an AI bubble.

SPCX

+4

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